Olde Raleigh Financial Group

Tyler Lamar is a financial advisor at Olde Raleigh Financial Group with a Series 65 designation and two years of industry experience. He has held roles at multiple firms, including Advisory Services Network, LLC, AMI, Inc, and The Armstrong Company. Olde Raleigh Financial Group provides discretionary investment management and financial planning services for individuals and families, focusing on customized portfolios constructed from U.S. equities, ETFs, and limited fixed income. The firm employs a top-down, theme-driven investment process combined with bottom-up research and generally manages accounts on a discretionary basis with risk profiling and conservative options strategies for some clients.

Joseph Mulholand is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC. He holds a Series 65 designation and has one year of experience in the financial advisory industry. Prior to joining Olde Raleigh Financial Group, he worked in various roles including positions at James A Lucas Company LLP and Mill Creek Renewables. Olde Raleigh Financial Group provides discretionary investment management and financial planning services for individuals and families. The firm employs a top-down, theme-driven investment process combined with fundamental company research and asset-allocation models, managing customized portfolios primarily consisting of U.S. equities, ETFs, and limited fixed income, typically on a discretionary basis.

Patrick Dunn is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Olde Raleigh Financial Group in 2026, he worked nine years at Fidelity Brokerage Services LLC. Olde Raleigh Financial Group provides discretionary investment management and ongoing financial planning services primarily for individuals and families. The firm employs a top-down, theme-driven investment approach combined with fundamental company research and asset allocation models, focusing on customized portfolios of U.S. equities, ETFs, cash, and limited fixed-income exposure.

Trevor Chambers is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services Advisors and Advisory Services Network. He is president-elect of the Rotary Club of the Capital City and has been a member since 2016. Olde Raleigh Financial Group provides discretionary investment management and financial planning for individuals and families, focusing on a top-down, theme-driven investment process combined with fundamental research and customized portfolio construction. The firm typically manages accounts on a discretionary basis with an emphasis on U.S. equities, ETFs, and conservative options strategies.

Alexander Mihajlov is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding Series 63 and Series 66 licenses and over 40 years of industry experience. His prior work includes roles at Advisory Services Network, LLC and Raymond James Financial Services Advisors. Outside the financial industry, he is part owner of two pest control businesses and an industrial equipment sales company, among other entrepreneurial activities. Olde Raleigh Financial Group provides discretionary investment management and financial planning services primarily for high-net-worth individuals and families. The firm employs a top-down, theme-driven investment approach combined with fundamental research and customized portfolios, typically including U.S. equities, ETFs, and limited fixed-income exposure.

Patrick Jennings is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding a Series 66 credential and nine years of industry experience. His career includes roles at Mass Mutual Investors Services and Clear Defense LLC. Jennings is also a licensed independent life, health, and long-term care insurance agent. Olde Raleigh Financial Group provides discretionary investment management and financial planning services primarily to individuals and families with substantial investable assets. The firm employs a top-down, theme-driven investment process combined with fundamental research and customized portfolio construction, typically focusing on individual U.S. equities, ETFs, and limited fixed income.